Shami Patel
CIK 1378251 · Chief Operating Officer · last filed 2026-01-09
Shami Patel is a Chief Operating Officer who has filed 16 SEC Form 4 insider transactions across 7 companies since 2007. The most recent filing, for PBAXW, was dated Jan 9, 2026. Across all open-market trades the lifetime net is −$395.3K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $201.1K across reported positions. 5 SEC filings were submitted jointly with Cohen & Co Inc.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
IMXI price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
2929 ARCH STREET, 17TH FLOOR
PHILADELPHIA, PA 19104
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CERO THERAPEUTICS HOLDINGS, INC. (PBAXW) Delisted | Director | — | $0.05 | — | $0 | 5 | 2026-01-09 |
| FTAC Olympus Acquisition Corp. (FTOCU) Delisted | Chief Operating Officer | — | $11.65 | — | $0 | 1 | 2020-08-31 |
| IMXI | 27,855 | $7.22 | $201.1K | -$395.8K | 3 | 2020-08-19 | |
| International Money Express, Inc. (IMXIW) Delisted | 45,636 | — | — | -$54 | 1 | 2018-07-30 | |
| International Money Express, Inc. (FNTEU) Delisted | Director | 57,045 | — | — | $0 | 1 | 2017-01-26 |
| CardConnect Corp. (FNTC.W) Delisted | Director | 90,000 | — | — | $576 | 1 | 2016-02-12 |
| Cohen & Co Inc. (AFN) Delisted | COO and CIO | 152,293 | — | — | $0 | 3 | 2007-05-30 |
Recent Filings
16 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-01-09 | CERO THERAPEUTICS HOLDINGS, INC. (PBAXW) Delisted | Grant (A) | — | $0 | EDGAR |
| 2025-06-02 | CERO THERAPEUTICS HOLDINGS, INC. (PBAXW) Delisted | Grant (A) | — | $0 | EDGAR |
| 2025-03-06 | CERO THERAPEUTICS HOLDINGS, INC. (PBAXW) Delisted | Grant (A) | — | $0 | EDGAR |
| 2025-02-26 | CERO THERAPEUTICS HOLDINGS, INC. (PBAXW) Delisted | Grant (A) | — | $0 | EDGAR |
| 2024-12-04 | CERO THERAPEUTICS HOLDINGS, INC. (PBAXW) Delisted | Grant (A) | — | $0 | EDGAR |
| 2021-06-29 | — | Mixed | — | $0 | |
| 2020-08-31 | FTAC Olympus Acquisition Corp. (FTOCU) Delisted | Other (J) | — | $0 | EDGAR |
| 2020-08-19 | IMXI | Sell (S) | −12,204 | -$202.3K | EDGAR |
| 2019-12-12 | IMXI | Other (J) | +9,600 | $0 | EDGAR |
| 2019-09-16 | IMXI | Sell (S) | −15,177 | -$193.5K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.